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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Ryan Curtis (CRD# 5203845) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in San Luis Obispo, CA and has over 15 years of experience in the finance industry. Ryan Curtis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Craig Darnell (CRD# 4573977) is an Investment Advisor Representative working at Blakeslee & Blakeslee Financial Advisers Inc. in San Luis Obispo, CA and has over 21 years of experience in the finance industry. Craig Darnell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jay Douglas (CRD# 3138473) is an Investment Advisor Representative working at Wealthspring in San Luis Obispo, CA and has over 24 years of experience in the finance industry. Jay Douglas has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
William Doukas (CRD# 2699317) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Pismo Beach, CA and has over 28 years of experience in the finance industry.
William Dugan (CRD# 2317264) is an Investment Advisor Representative working at Edward Jones in Arroyo Grande, CA and has over 31 years of experience in the finance industry.
Terry Dworaczyk (CRD# 2571748) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Santa Maria, CA and has over 29 years of experience in the finance industry.
Edward English (CRD# 4728438) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Luis Obispo, CA and has over 20 years of experience in the finance industry.
Adam Farber (CRD# 4437984) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Arroyo Grande, CA and has over 22 years of experience in the finance industry. Adam Farber has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Michael Favorite (CRD# 1230977) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Santa Maria, CA and has over 40 years of experience in the finance industry.
Brianna Ferguson (CRD# 5998189) is an Investment Advisor Representative working at Cerro Pacific Wealth Advisors, LLC in San Luis Obispo, CA and has over 10 years of experience in the finance industry. Brianna Ferguson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.